Position in WMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,907,153
-$1,687,594 QoQ
Shares Held
281,716
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#453
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Derivatives in WMT
reported options exposure · as of Dec 31, 2020CallValue
$288
CallShares
6
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Independent Advisor Alliance holds $61,896,983 across 5 Discount Stores names. WMT ranks #1 (51.5% of the industry book) .
All Filings in WMT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,907,153 | 281,716 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,594,747 | 270,315 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $36,844,735 | 330,713 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $34,193,658 | 331,784 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $31,919,889 | 326,446 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $29,340,382 | 334,211 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $31,870,962 | 352,750 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $25,198,118 | 312,051 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,311,257 | 329,512 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,563,913 | 325,144 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,473,609 | 110,838 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $16,466,872 | 102,963 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $15,815,126 | 100,618 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,782,452 | 100,254 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,382,742 | 101,437 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,284,252 | 102,423 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $13,133,690 | 108,025 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,524,163 | 110,960 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $16,113,257 | 111,364 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,279,026 | 116,796 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $16,451,404 | 116,660 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $16,038,274 | 118,076 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $288 | 2 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $13,515,504 | 93,760 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,823,320 | 91,654 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,511,561 | 46,014 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,331,158 | 46,921 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||